Konni, you are the Tony Robbins of the financial industry!
Craig Bradshaw Sr. Robbins Research International, Senior Coaching Consultant
Skills direct behavior for a known situation. Learning 'how to', develops the skill, prepares you, so the unknown becomes known.
Let's develop your skill, your 'how to', to prepare for any
Providing real time insights and tools when talking to money and about money that result in productive financial conversations where you are the guide and everyone feels comfortable.
I'm here to help when you don't know how to navigate the conversations no one wants to have. You got this!
People are the lifeblood of any organization.
Are you an organization looking for something 100% different to enhance your employees lives? Bring them a skill that might enhance your bottom line.
Are you looking for an expert educator without the sales pitch?
Feel confident and comfortable with:
Family Financial or Estate Planning Conversations
Financial literacy to keep you in control of any money discussion
Adjusting mindset and technique to have money conversations with patients, customers, investors and donors
As a stroke survivor, so many heartbreaking stories, my own included, all because the discussion never took place.
Don't let it happen to you!
Learn how to mitigate family strife and future heartache with a conversation. Your 'how to' in a 3 step online course.
Let's do everything possible to ensure your family stays together and the government does not determine the distribution of assets because of a family dispute.
I have created a 3 step process, an online course, to give you the tools to set the stage for a positive estate planning conversation.
Are you an executor who is now grieving the loss of a loved one and navigating the business of distributing assets?
Are you watching your family argue over a process that you don't understand? Let's get everyone talking to support each other!
As the Financial Advocate 'go to' expert for over 25 years, my mission is to guide individuals and families through difficult financial conversations with each other and financial institutions.
Listening to keep it tailored and simple.
It's all about transparency, mitigating the risk of miscommunication and problem solving.
All with the help of an expert and THE financial therapy dog, Dakota!